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Should you take a 25% tax-free pension lump sum in instalments?
Taking out a 25% tax-free lump sum from your pension sounds appealing but it might not be the best way to manage your retirement savings.
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Spring Statement: what could Rachel Reeves say about pensions?
The chancellor will deliver her Spring Statement on 26 March. We look at whether there will be any announcements on pensions that could affect savers or retirees
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State pension could rise to £12,600 next year - dragging millions into paying tax
The triple lock could trigger a 5.5% increase to the state pension in April 2026, economists suggest. This means the full state pension will breach the tax-free personal allowance
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HMRC vows to tackle overtaxed pension scandal as pensioners reclaim millions
Pensioners claimed almost £50 million in pension tax overpayment refunds in the past three months. Now, HMRC says it wants to improve the system so pension savers “pay the right amount of tax from the outset”. We explain what’s changing
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Pensions face “double tax” due to inheritance tax change - what are your options?
The chancellor’s Budget announcement that pensions will be liable for inheritance tax from April 2027 will have big implications for many people’s retirement plans. We look at what to do now to avoid a huge tax bill
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Autumn Budget 2024: Pensions and Aim shares to be taxed in IHT crackdown
The chancellor has announced that pension pots will be liable for inheritance tax from 2027, while Aim shares will be hit a year earlier. Critics call the measures a “blow for savers”
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Pension moves you should make before Labour’s Budget raid
Savers are maxing out their pension contributions while retirees are grabbing their tax-free cash amid fears of a tax raid in the Autumn Budget. We look at what you can do to prepare
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Pensioners reclaim £44 million from HMRC – are you owed money?
Thousands of pensioners claim money back from HMRC after being overtaxed on their withdrawals. We explain how to avoid a shock bill and get a refund.
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Will Labour cut the 25% pension tax-free cash in the Autumn Budget?
The chancellor is said to be considering reducing the maximum amount of tax-free cash that pension savers can take. Should you take your money now just in case?
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